About FintelAgency™
FintelAgency™ brings strategic accounting, proactive tax planning, fractional CFO and wealth architecture under one roof for service business owners in the U.S.
Why we exist
Most service business owners in the U.S. run on fragmented financial systems: an accountant who shows up in April, books with no strategy behind them, a lawyer who never talks to the accountant, and decisions made by checking the bank balance. FintelAgency™ exists to close that gap, and turn revenue into wealth, growth into stability and complexity into clarity.
You can't manage what you don't measure. Every decision is backed by data, not by gut feel or the bank balance.
Accounting isn't a compliance chore. It's a steering tool that shows where the business is, where it's heading and what to adjust.
Knowing what to do isn't enough. Structure, process and execution are what turn strategy into real outcomes.
Our story
What began as financial education grew into the firm that now runs the numbers and the strategy for service business owners across the U.S.
2012
Julio Cañas starts advising U.S. business owners on strategic finance, tax planning and growth. That consulting practice becomes the foundation of everything that follows.
2016
Fintelhub® launches as a financial education platform: courses, group mentoring, workshops and a podcast that grow a community of owners and professionals hungry for financial intelligence.
2020
Existing consulting clients and the community trained by Fintelhub start asking for execution and ongoing support, not just education. The idea of a dedicated firm takes shape and launches first as a Fintelhub division: FintelOffice.
2022
FintelOffice spins off into FintelAgency™, an independent firm and part of FintelGroup™. All the consulting, strategic accounting, proactive tax planning and fractional CFO work now lives under one roof for service business owners in the U.S.
Team
A multidisciplinary team across strategy, accounting, tax, analysis, operations, legal and growth, working as one so you get clarity and control over your business, your finances and your wealth.
Founder & Managing Director
Sets the strategy, builds the frameworks and designs the architecture so you can build real wealth, with a little tough love. 🩴
Tax & Accounting Director
Operations Director
Administration Manager
Accounting & Financial Strategist
Cash Flow Strategist
Business Intelligence Strategist
Accounting Specialist
Private General Counsel
Sales Development Representative
Marketing Manager
Brand & Content Manager
Chief Morale Officer
How we work
Each level takes you further, from knowing the condition of the plane to reaching your financial destination. We meet you where you are and grow with you through four doors, from a one-time Financial Assessment to running your finances as your fractional CFO.
We run on proprietary frameworks, the 9 Financial Pillars™ and FintelWealth™, powered by FintelEdge™ technology, so your analysis runs at the standard of a much larger firm.
What backs our work
Since 2012
Advising business owners on strategic finance.
Multidisciplinary team
Strategy, accounting, tax, analysis, legal and growth under one roof.
Part of FintelGroup™
An ecosystem of education, execution, protection and investment.
Remote across the U.S.
Based in Miami, serving service business owners nationwide.
Bilingual
English and Spanish, so every financial decision is clear in your own language.
Fintelhub® since 2016
A financial education platform, community and podcast behind how the firm thinks.
Testimonials
I've worked with Julio for more than 4 years, and together with him and his team we've brought order and structure to both my personal and business finances. Having Julio's vision is a game changer at the business level.
Carlos Mayz
Founder, Impulse Strategy
Tell us where you are today. We'll point you to the right next step, with no pressure.
